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Topics#Reports & DashboardsHaolun Wu's Question
Haolun Wu asked in #Reports & Dashboards
Jun 14, 2016, 8:30 PM

Update data directly in report

Can we update the data directly after we run a report? For example, after creating a report where contacts have no country, can I directly update those records and popluate the country field with US? What I normally do is export the report and update the field in Excel and then import the CSV file. I think it will be much easier to edit in report. Anyone has any ideas? Thank you!
5 answers
  1. Sunil Sarilla (M&G Investments)
    Jun 14, 2016, 8:53 PM
    Hi Haolun,

     

    You cannot update the records from a report.

     

    A simple alternative to updating the records from within salesforce is using the enhanced list views.

     

    Create a List view on Contact object and Filter the List view using the same criteria that you used in the report and you can then mass edit the records fdirectly from a List view.

     

    In order to mass update the records from the list view you need , inline editing and enhanced lists enabled for your organization

     

    Editing Records Directly From Enhanced Lists
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